The Money Pig Podcast
Do your values align with your financial advisor?
Episode 67 - Do your values align with your financial advisor?
Description
The Money Pig Podcast Episode features Tim Goodwin discussing values alignment, investment philosophy, client experience, Inside Out 2 and financial planning, website and marketing. Key points included the importance of aligning values between clients and advisors, personalized financial planning, and addressing financial anxiety.
Episode 67 - Do your values align with your financial advisor?
Description
The Money Pig Podcast Episode features Tim Goodwin discussing values alignment, investment philosophy, client experience, Inside Out 2 and financial planning, website and marketing. Key points included the importance of aligning values between clients and advisors, personalized financial planning, and addressing financial anxiety.